In 2009 I rolled over two retirement. accounts. One was a 401k to an IRA and the other was a roth IRA to new a roth IRA. What tax forms do I need from each of my accounts to file my taxes?
- Home
- About
- ROTH IRA
- ROTH IRA Articles
- ROTH IRA Contributions
- ROTH IRA Conversions
- ROTH IRA Limits
- ROTH IRA Rollover
- ROTH IRA Withdrawals
- Subscribe
Join the ROTH IRA Conversation - Your Questions Discussed
Warning: require_once() [function.require-once]: URL file-access is disabled in the server configuration in /home/rothira/public_html/wp-content/plugins/thesis-openhook/thesis-openhook.php(378) : eval()'d code on line 1
Warning: require_once(http://www.worthwhilewomen.com/lincdirectory/showlink.php?id=2) [function.require-once]: failed to open stream: no suitable wrapper could be found in /home/rothira/public_html/wp-content/plugins/thesis-openhook/thesis-openhook.php(378) : eval()'d code on line 1
Fatal error: require_once() [function.require]: Failed opening required 'http://www.worthwhilewomen.com/lincdirectory/showlink.php?id=2' (include_path='.:/usr/lib/php:/usr/local/lib/php') in /home/rothira/public_html/wp-content/plugins/thesis-openhook/thesis-openhook.php(378) : eval()'d code on line 1
{ 2 comments… read them below or add one }
these would be input on the 1040 on the ‘PENSION’ line but since they were rolled over, and this must have been within the 60 day period, you actually don’t have a reportable distribution
if this is your only income, you may not need to file at all
If you are not yet withdrawing from those accounts there is nothing to file. You just moved your retirement accounts and do not owe anything.
You must log in to post a comment.